Anic Equity¶
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Total return since start: 0.575 %¶
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Equity now: -----------------------------> 48098.64 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46703.76 Kr¶
PnL: ---------------------------------------> -184.81 Kr¶
DD now: ---------------------------------> -1.092 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-16 16:16:13.530309'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 3.260000 | 2884.000000 | 248.000000 | 9.410000 | 2636.000010 |
| Beijer Electronics Group | 26 | 1.490000 | 3182.400000 | 211.400000 | 7.120000 | 2971.000006 |
| Corem Property Group B | 59 | 7.060000 | 688.530000 | 111.530000 | 19.330000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 7.250000 | 455.800000 | 100.800000 | 28.390000 | 355.000000 |
| HMS Networks | 2 | 1.350000 | 721.600000 | 48.600000 | 7.220000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 0.680000 | 2970.000000 | 43.000000 | 1.470000 | 2927.000000 |
| Boozt | 12 | 1.080000 | 1688.400000 | 34.400000 | 2.080000 | 1653.999996 |
| Samhällsbyggnadsbo. i Norden D | 12 | 5.190000 | 272.640000 | 26.640000 | 10.830000 | 246.000000 |
| Midsona B | 63 | 2.340000 | 606.060000 | 23.060000 | 3.960000 | 582.999984 |
| MedCap | 2 | 4.720000 | 444.000000 | 23.000000 | 5.460000 | 421.000000 |
| Nordea Bank Abp | 29 | 0.720000 | 3474.200000 | 20.200000 | 0.580000 | 3453.999992 |
| Fastighetsbolag. Emilshus Pref | 21 | 3.550000 | 581.700000 | 19.700000 | 3.510000 | 562.000005 |
| OEM International B | 7 | 1.960000 | 547.400000 | 19.400000 | 3.670000 | 527.999997 |
| Intrum | 4 | 2.400000 | 545.200000 | 18.200000 | 3.450000 | 527.000000 |
| CTEK | 13 | 6.300000 | 550.550000 | 16.550000 | 3.100000 | 533.999999 |
| Coor Service Management Hold. | 8 | 0.220000 | 547.200000 | 15.200000 | 2.860000 | 532.000000 |
| Karnov Group | 9 | -0.490000 | 549.000000 | 13.000000 | 2.430000 | 536.000004 |
| Eastnine | 4 | -0.470000 | 503.200000 | 12.200000 | 2.480000 | 491.000000 |
| Norva24 Group | 16 | 0.290000 | 554.880000 | 11.880000 | 2.190000 | 543.000000 |
| Resurs Holding | 22 | 0.110000 | 585.640000 | 11.640000 | 2.030000 | 573.999998 |
| Essity A | 4 | 0.000000 | 1158.000000 | 9.000000 | 0.780000 | 1149.000000 |
| AcadeMedia | 12 | 0.560000 | 564.480000 | 7.480000 | 1.340000 | 557.000004 |
| Essity B | 2 | 0.560000 | 579.600000 | 5.600000 | 0.980000 | 574.000000 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Handelsbanken A | 5 | 0.320000 | 547.500000 | 1.500000 | 0.270000 | 546.000000 |
| Swedbank A | 3 | 0.530000 | 564.000000 | 0.000000 | 0.000000 | 564.000000 |
| Securitas B | 6 | 0.780000 | 568.020000 | -1.980000 | -0.350000 | 570.000000 |
| SAAB B | 8 | 1.710000 | 3338.400000 | -38.600000 | -1.140000 | 3377.000000 |
| International Petroleum Corp. | 5 | 3.170000 | 537.000000 | -57.570000 | -9.680000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.740000 | 3790.500000 | -59.500000 | -1.550000 | 3850.000000 |
| Vivesto | 1368 | 0.360000 | 535.440000 | -77.560000 | -12.650000 | 612.999432 |
| OX2 | 18 | -1.700000 | 1508.400000 | -155.600000 | -9.350000 | 1663.999992 |
| Axfood | 13 | 0.440000 | 3571.100000 | -184.900000 | -4.920000 | 3756.000001 |
| Ovzon | 52 | 1.560000 | 3042.000000 | -320.000000 | -9.520000 | 3361.999992 |
| Fasadgruppen Group | 35 | 0.000000 | 3465.000000 | -346.000000 | -9.080000 | 3810.999990 |
| TOTAL | 46700.840000 | -187.730000 | -1.09844% | 46888.564618 |
Updated:¶
'2023-01-16 16:15:50.870640'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
